Accel Wealth Management
V icon

Accel Wealth Management’s Visa V Stock Holding History

Accel Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$456K Buy
1,268
+18
+1% +$6.58K 0.1% 168
2026
Q2 		$429K Sell
1,250
-152
-11% -$48.8K 0.1% 175
2026
Q1 		$424K Sell
1,402
-37
-3% -$11.9K 0.11% 173
2025
Q4 		$505K Buy
1,439
+49
+4% +$16.7K 0.14% 147
2025
Q3 		$475K Buy
1,390
+10
+0.7% +$3.46K 0.14% 150
2025
Q2 		$490K Sell
1,380
-6
-0.4% -$2.09K 0.16% 139
2025
Q1 		$486K Sell
1,386
-1
-0.1% -$338 0.18% 127
2024
Q4 		$438K Buy
1,387
+5
+0.4% +$1.5K 0.17% 141
2024
Q3 		$380K Buy
1,382
+10
+0.7% +$2.7K 0.14% 156
2024
Q2 		$360K Buy
1,372
+471
+52% +$129K 0.14% 147
2024
Q1 		$252K Buy
901
+100
+12% +$27.6K 0.11% 180
2023
Q4 		$209K Buy
+801
New +$197K 0.1% 179
2023
Q2 		– Sell
-515
Closed -$116K – 834
2023
Q1 		$116K Hold
515
– – 0.05% 298
2022
Q4 		$107K Hold
515
– – 0.05% 233
2022
Q3 		$96K Sell
515
-203
-28% -$41.3K 0.05% 258
2022
Q2 		$151K Sell
718
-46
-6% -$9.5K 0.09% 176
2022
Q1 		$173K Buy
764
+1
+0.1% +$216 0.09% 174
2021
Q4 		$165K Buy
763
+317
+71% +$68K 0.08% 186
2021
Q3 		$99K Sell
446
-51
-10% -$12K 0.06% 220
2021
Q2 		$116K Sell
497
-160
-24% -$36.6K 0.08% 211
2021
Q1 		$139K Buy
657
+128
+24% +$26.9K 0.11% 174
2020
Q4 		$116K Buy
+529
New +$108K 0.11% 185

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Accel Wealth Management's V Position: Q3 2026 in Review

Accel Wealth Management increased its Visa (V) stake by 1.4% in Q3 2026, buying an estimated $6.58K and bringing the position to 1,268 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #168.

Accel Wealth Management first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $505K in Q4 2025. 1,959 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Accel Wealth Management held 1,268 shares of Visa worth $456K as of Q3 2026.
  • Accel Wealth Management bought 18 Visa shares in Q3 2026, an estimated $6.58K.
  • Visa made up 0.1% of Accel Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Accel Wealth Management first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's Visa position peaked at $505K in Q4 2025.
  • 1,959 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.